[WSBARP] Question re Trustee Signatures on Conveyance Documents

[Mark Vohr]

Dwight - Appreciate you chiming in on this issue as it tends to create a hassle for us when dealing with real property conveyances to and from a trust.
I've often wondered it is acceptable to simply state as the grantor or grantee just the name of the trust, e.g.  "The Julie Jones Trust, dated xx/xx/xxxx" leaving out the name of the trustee at the time of the conveyance.  Or, must we recite the name of the trustee at the time of the conveyance, e.g. "X Trust Company, Trustee of The Julie Jones Trust, dated xx/xx/xxxx."
I also wonder if, when we get appointed as a successor trustee, do we have to record a new deed listing us as a trustee.  We would still have to file a REET to make sure we are getting the property tax bills, etc.

May be a silly question, but it comes up a lot.

Regards,

Mark
(he, him)

Mark C. Vohr, J.D. CPGC
Ohana Fiduciary Corporation
A Washington Trust Company
155 NE 100th St., Suite 209
Seattle, WA  98125
Telephone:  (206) 782-1189

From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Dwight Bickel
Sent: Wednesday, March 15, 2023 9:05 AM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: Re: [WSBARP] Question re Trustee Signatures on Conveyance Documents

Mark's preferred description with the trust name is better, even if not required. The chain of title should clearly show identity of the same Trust as Grantee then Grantor. Though true that the Trustee is the party in title, there are often successor, alternative, or survivors as new Trustees, without a recording to document the change, so the name of the Trust should be stated in each conveyance. A later title examination should not have the burden to determine the Trust and powers of the later Trustee.
Dwight A. Bickel
Real Property Title Advisor
Washington Title Professional
Dwight at DwightBickel.com<mailto:Dwight at DwightBickel.com>
https:/dwightbickel.com
206-484-1976

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